Baker Tilly
Managing Director, Family Office Managed Services
USA TX Frisco · Director
Sponsorship not specified$182k-$345kDetected 5 days ago
Project ManagementBusiness DevelopmentFinancial AnalysisAccountingQuickBooksRecruitingLeadershipCommunicationGAAPFinancial Reporting
About the role
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Requirements
- CPA preferred
- candidates with a JD or MBA are also encouraged to apply
- Established professional network within the Dallas-Fort Worth market, including relationships with attorneys, private bankers, wealth advisors, investment professionals, family office leaders, and other centers of influence
- Strong executive presence with the ability to cultivate trusted advisor relationships, develop strategic partnerships, and represent Baker Tilly within the Dallas business community
Nice to have
- Bachelor's degree in Business, Accounting, Finance, or a related field
- Public accounting experience preferred
- Twelve (12)+ years of progressively responsible experience in professional accounting, advisory, or family office services
- Demonstrated success serving ultra-high-net-worth individuals, families, and family offices
- Strong technical accounting expertise, including GAAP, with deep experience supporting partnership structures and fund management companies
- Experience with QuickBooks Online (QBO), Sage Intacct, and other Family Office-centric accounting and financial management software
- Strong project management, client engagement management, leadership, and client service skills
- Tax experience or exposure preferred
Compensation
- The compensation range for this role is $182,150 to $345,350.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
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This listing is sourced directly from Baker Tilly's careers page and normalized into a canonical job model.